Setting Up Your First AI Agent
Setup guide
5 articles
Creating a new AI AgentThe end-to-end flow for creating a new AI Agent, from Messaging settings to the Knowledge tab.
Choosing a starting templateThe four AI Agent templates, what each includes, and how to choose the right one.
Naming your AI Agent and setting toneHow to name your AI Agent and pick its tone (Neutral, Casual, or Formal).
Setting assignment rules and channel filtersWhat assignment rules do and how to create one to control which conversations the AI Agent handles.
Activating an AI AgentWhat to check before activating an AI Agent, and what to watch after it goes live.